Original filing (PDF)20250708144056NAL0004079153001

THE IDEAL GROUP, INC.

Name: THE IDEAL GROUP, INC. — 401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES, Form 5500 (2024)
Creator: THE IDEAL GROUP, INC.

Form 5500

FILING_RECEIVED

401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

363

Accounts w/ balance

304

Plan assets (EOY)

$33.1M

Net assets (EOY)

$33.1M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE IDEAL GROUP, INC..

Plan sponsor

Name

THE IDEAL GROUP, INC.

EIN

38-3517635

Address

2525 CLARK STREET · DETROIT, MI · 48209

Phone

(313) 849-0000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS LLC	13-4078005	—	ADVISOR	$68K	—

Investments

44 direct securities · 1 pooled fund· $33.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$32.3M

42 holdings

Common Collective Trust

$778K

1 holding

Common Stock

$7K

1 holding

Cash / Money Market

$57

1 holding

					% of plan
American Funds 2040 Target Date Retirement Fund Class R6	Other securities	—	—	$5.6M	17.0%
American Funds 2035 Target Date Retirement Fund Class R6	Other securities	—	—	$3.6M	10.8%
Fidelity 500 Index Fund	Other securities	—	—	$3.4M	10.2%
American Funds 2045 Target Date Retirement Fund Class R6	Other securities	—	—	$3.1M	9.3%
American Funds 2030 Target Date Retirement Fund Class R6	Other securities	—	—	$2.2M	6.7%
American Funds 2055 Target Date Retirement Fund Class R6	Other securities	—	—	$2.0M	5.9%
American Funds 2050 Target Date Retirement Fund Class R6	Other securities	—	—	$1.9M	5.6%
American Funds 2020 Target Date Retirement Fund Class R6	Other securities	—	—	$1.9M	5.6%
JPMorgan Growth Advantage Fund Class R6	Other securities	—	—	$1.7M	5.2%
American Funds 2060 Target Date Retirement Fund Class R6	Other securities	—	—	$1.4M	4.3%
American Funds 2025 Target Date Retirement Fund Class R6	Other securities	—	—	$921K	2.8%
FIDELITY ADVISOR STABLE VALUE FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$778K	2.3%
JPMorgan US Equity R6	Other securities	—	—	$618K	1.9%
Fidelity Advisor Health Care Fund - Class I	Other securities	—	—	$444K	1.3%
MFS Value Fund Class R6	Other securities	—	—	$364K	1.1%
Fidelity Mid Cap Index Fund	Other securities	—	—	$314K	0.9%
American Funds 2010 Target Date Retirement Fund Class R6	Other securities	—	—	$303K	0.9%
Federated Hermes Opportunistic High Yield Bond	Other securities	—	—	$277K	0.8%
T. Rowe Price Science and Technology Fund I Class	Other securities	—	—	$232K	0.7%
Lord Abbett Income Class R6	Other securities	—	—	$224K	0.7%
American Funds New Perspective Fund Class R6	Other securities	—	—	$219K	0.7%
American Funds Growth and Income Portfolio Class R6	Other securities	—	—	$197K	0.6%
American Funds 2015 Target Date Retirement Fund Class R6	Other securities	—	—	$190K	0.6%
MFS International Intrinsic Value Fund Class R6	Other securities	—	—	$140K	0.4%
Heartland Mid Cap Value Fund	Other securities	—	—	$127K	0.4%
American Funds Strategic Bond R6	Other securities	—	—	$118K	0.4%
Invesco Real Estate Fund Class R6	Other securities	—	—	$109K	0.3%
PGIM Jennison Utility Fund - Class Z	Other securities	—	—	$106K	0.3%
Neuberger Berman Gensis R6	Other securities	—	—	$100K	0.3%
Invesco International Small-Mid Company Fund Class R6	Other securities	—	—	$93K	0.3%
American Century Small Cap Value R6	Other securities	—	—	$85K	0.3%
PIMCO Real Return Fund Institutional Class	Other securities	—	—	$77K	0.2%
Columbia Balanced Fund Institutional 3 Class	Other securities	—	—	$74K	0.2%
Columbia Small Cap Index Fund Institutional 2 Class	Other securities	—	—	$49K	0.1%
American Funds New World Fund Class R6	Other securities	—	—	$39K	0.1%
T. Rowe Price Global Multi-Sector Bond Fund I	Other securities	—	—	$38K	0.1%
Federated Hermes International Leaders Fund Class R6 Shares	Other securities	—	—	$27K	<0.1%
PIMCO Global Bond Opportunities Fund (U.S. Dollar Hedged) Institutional Class	Other securities	—	—	$26K	<0.1%
Nuveen Strategic Income Fund Class I	Other securities	—	—	$25K	<0.1%
TCW Metwest High Yield Bond Fund	Other securities	—	—	$24K	<0.1%
First Eagle Global R6	Other securities	—	—	$13K	<0.1%
Undiscovered Managers Behavioral Value Fund Class R6	Other securities	—	—	$9K	<0.1%
BlackRock Global Allocation Fund, Inc. Class K	Common Stock	—	—	$7K	<0.1%
Goldman Sachs Emerging Market Debt R6	Other securities	—	—	$790	<0.1%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$57	<0.1%